Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Vanguard Strategic Small-Cap Equity Fund Investor Shares in their Schedule of Assets, totaling $332K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SYNERGY RENTS, LLC SYNERGY EQUIPMENT 401(K) PLAN | TAMPA FL | 543 | $16.0M | $197K |
| 2 | MASCAP DEALER HOLDINGS, LLC DBA DYNAMIC EQUIPMENT DYNAMIC EQUIPMENT 401(K) PLAN | TAMPA FL | 118 | $5.4M | $120K |
| 3 | AMERICAN EXCHANGE TIME LLC AMERICAN EXCHANGE TIME LLC 401(K) PROFIT SHARING PLAN & TRUST |
NEW YORK NY |
| 254 |
| $5.0M |
| $15K |
